Planning Capital Management Corp Portfolio Holdings

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024

Planning Capital Management Corp has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 780 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $7.75B, Apple Inc. with a value of $6.29B, Lockheed Martin Corp with a value of $5.96B, Walmart Inc. with a value of $5.16B, and Johnson & Johnson with a value of $4.88B.

Examining the 13F form we can see an increase of $9.27B in the current position value, from $142B to 151B.

Planning Capital Management Corp is based out at Paoli, PA

Below you can find more details about Planning Capital Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $41.8 Billion
Consumer Defensive: $26.5 Billion
Technology: $14.8 Billion
Industrials: $14.4 Billion
Healthcare: $13.4 Billion
Consumer Cyclical: $9.15 Billion
Utilities: $8.67 Billion
Communication Services: $8.39 Billion
Other: $13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.29 Billion 4.17% of portfolio
26,978
Q3 2024 Added 23.01%
$137B
$5.96 Billion 3.95% of portfolio
10,203
Q3 2024 Reduced 5.99%
$248B
$5.16 Billion 3.42% of portfolio
63,957
Q3 2024 Reduced 13.26%
$404B
$4.88 Billion 3.24% of portfolio
30,124
Q3 2024 Added 1.04%
$218B
$4.79 Billion 3.17% of portfolio
15,714
Q3 2024 Added 5.13%
$279B
$4.72 Billion 3.13% of portfolio
65,749
Q3 2024 Reduced 3.26%
$425B
$4.73 Billion 3.13% of portfolio
27,296
Q3 2024 Added 9.75%
$186B
$4.29 Billion 2.84% of portfolio
95,506
Q3 2024 Reduced 5.13%
$97.3B
$4.09 Billion 2.71% of portfolio
45,325
Q3 2024 Reduced 15.58%
$74.3B
$3.95 Billion 2.62% of portfolio
13,282
Q3 2024 Reduced 3.55%
$27.6B
$3.89 Billion 2.58% of portfolio
48,247
Q3 2024 Reduced 19.61%
$257B
$3.84 Billion 2.55% of portfolio
33,840
Q3 2024 Reduced 11.79%
$47.2B
$3.74 Billion 2.48% of portfolio
26,317
Q3 2024 Reduced 9.2%
$24.3B
$3.59 Billion 2.38% of portfolio
27,951
Q3 2024 Reduced 10.64%
$77.4B
$3.56 Billion 2.36% of portfolio
11,772
Q3 2024 Reduced 3.92%
$29.5B
$2.84 Billion 1.88% of portfolio
47,578
Q3 2024 Added 26.54%
$3.19T
$1.62 Billion 1.08% of portfolio
3,773
Q3 2024 Reduced 0.71%
$492B
$1.5 Billion 1.0% of portfolio
12,837
Q3 2024 Reduced 1.63%
$341B
$1.45 Billion 0.96% of portfolio
11,964
Q3 2024 Added 124.25%
$2.12T
$1.41 Billion 0.94% of portfolio
7,586
Q3 2024 Reduced 18.16%
$215B
$1.26 Billion 0.83% of portfolio
3,218
Q3 2024 Added 127.1%
$66.7B
$1.17 Billion 0.77% of portfolio
6,769
Q3 2024 Added 1,790.78%
$188B
$1.16 Billion 0.77% of portfolio
27,865
Q3 2024 Added 156.07%
$568B
$1.11 Billion 0.74% of portfolio
1,899
Q3 2024 Added 53.27%
$114B
$1.12 Billion 0.74% of portfolio
12,402
Q3 2024 Added 124.31%
$180B
$1.05 Billion 0.7% of portfolio
1,691
Q3 2024 Added 67.92%
$128B
$1.05 Billion 0.69% of portfolio
3,788
Q3 2024 Added 96.27%
$1.04T
$835 Million 0.55% of portfolio
4,994
Q3 2024 Reduced 17.96%
$147B
$617 Million 0.41% of portfolio
1,707
Q3 2024 Reduced 10.86%
$73.5B
$570 Million 0.38% of portfolio
4,169
Q3 2024 Reduced 86.68%
$1.01T
$522 Million 0.35% of portfolio
3,145
Q3 2024 Added 20.73%
$135B
$493 Million 0.33% of portfolio
7,871
Q3 2024 Reduced 29.86%
$318B
$434 Million 0.29% of portfolio
2,947
Q3 2024 Reduced 16.14%
$210B
$387 Million 0.26% of portfolio
4,027
Q3 2024 Reduced 10.09%
$733B
$389 Million 0.26% of portfolio
1,846
Q3 2024 Reduced 37.04%
$504B
$380 Million 0.25% of portfolio
770
Q3 2024 Reduced 10.36%
$223B
$372 Million 0.25% of portfolio
2,186
Q3 2024 Added 8.33%
$86.5B
$356 Million 0.24% of portfolio
1,927
Q3 2024 Reduced 2.73%
$205B
$326 Million 0.22% of portfolio
1,474
Q3 2024 Added 5.81%
$139B
$338 Million 0.22% of portfolio
811
Q3 2024 Added 19.09%
$388B
$338 Million 0.22% of portfolio
477
Q3 2024 Reduced 5.54%
$440B
$321 Million 0.21% of portfolio
793
Q3 2024 Added 5.31%
$136B
$271 Million 0.18% of portfolio
1,771
Q3 2024 Added 979.88%
$152B
$273 Million 0.18% of portfolio
3,225
Q3 2024 Added 13.52%
$24.4B
$250 Million 0.17% of portfolio
24,921
Q3 2024 Reduced 41.87%
$64B
$259 Million 0.17% of portfolio
1,072
Q3 2024 Reduced 1.29%
$13.4B
$261 Million 0.17% of portfolio
6,351
Q3 2024 Reduced 34.72%
$77.8B
$247 Million 0.16% of portfolio
5,515
Q3 2024 Reduced 55.13%
$86.3B
$240 Million 0.16% of portfolio
922
Q3 2024 Reduced 6.96%

Summary

  • Portfolio
  • No. of Stocks 780
  • Current Value $151 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 212 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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